Wealthquest’s Caterpillar CAT Stock Holding History

Wealthquest’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$639K	Buy	600 +162	+37%	+$142K	0.04%	85
2026 Q1	$310K	Buy	438 +69	+19%	+$47.8K	0.02%	110
2025 Q4	$211K	Buy	+369	New	+$205K	0.02%	141
2021 Q2	–	Sell	-1,065	Closed	-$246K	–	148
2021 Q1	$246K	Buy	+1,065	New	+$220K	0.05%	121
2019 Q4	$225K	Buy	+1,529	New	+$213K	0.06%	123
2019 Q3	–	Sell	-1,504	Closed	-$204K	–	130
2019 Q2	$204K	Hold	1,504	–	–	0.08%	125
2019 Q1	$203K	Sell	1,504 -150	-9%	-$19.9K	0.08%	128
2018 Q4	$210K	Buy	+1,654	New	+$215K	0.09%	121

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealthquest's CAT Position: Q2 2026 in Review

Wealthquest increased its Caterpillar (CAT) stake by 37% in Q2 2026, buying an estimated $142K and bringing the position to 600 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #85.

Wealthquest first reported a position in CAT in Q4 2018 and has held it in 8 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wealthquest held 600 shares of Caterpillar worth $639K as of Q2 2026.
Wealthquest bought 162 Caterpillar shares in Q2 2026, an estimated $142K.
Caterpillar made up 0.04% of Wealthquest's portfolio in Q2 2026, its #85 holding.
Wealthquest first reported a position in Caterpillar in Q4 2018 and has held it in 8 quarters since.
1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.